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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,522 | $138,068-92.4% | $125,358-91.6% | $134,493-92.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $3,962 | $5,244-24.4% | $4,814-17.7% | $4,740-16.4% |
| Participant deferral / active EE | $7,046 | $7,799-9.7% | $7,447-5.4% | $6,400+10.1% |
| Admin fee / account holder | $73 | $11,568-99.4% | $10,007-99.3% | $11,425-99.4% |